Real-time financial intelligence for growing businesses — without the full-time CFO price tag.
Who We Serve
We specialize in service businesses with $500K–$5M in revenue who've outgrown basic bookkeeping but don't need (or can't afford) a full-time CFO.
Multi-location operators, franchise groups, and boutique salons. We understand your labor model, retail mix, and chair-level economics.
Med spas, physical therapy, and wellness practices navigating complex payer mixes and high labor costs.
Agencies, consulting firms, and B2B service businesses scaling past $1M who need cash flow visibility.
Single-location and multi-unit operators navigating food costs, labor volatility, and razor-thin margins.
Inventory-heavy businesses where margin management and seasonality forecasting are make-or-break.
What You Get
Every engagement includes our full CFO stack — not a cherry-picked menu of services.
Clean, consistent financial statements every month — with context, not just numbers. Know where you've been and why.
See 13 weeks into the future — every inflow, every outflow, every danger point — before it becomes a crisis.
Daily performance data delivered to your inbox every morning — and accessible anytime in your client portal.
Every client gets a private, real-time portal built on your actual data. Not a generic dashboard — yours, with your numbers, updated daily.
What Changes
Most business owners are flying blind on their finances. Here's what shifts when you have a fractional CFO in your corner.
How It Works
Every engagement is scoped to your business — your size, your complexity, your goals. No packages, no tiers. Just the right level of support.
We start with a free 30-minute call to understand your business, your pain points, and what financial clarity would actually unlock for you.
We build an engagement scoped specifically to your needs — no bloated packages, no paying for things you don't need.
Onboarding takes less than a week. By month two, you have clean financials, a live KPI dashboard, and a 13-week cash forecast.